Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,231 | $150,445-28.1% | $136,297-20.6% | $147,585-26.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 26.99% | 1049.14%-1022.1pp | 5156.16%-5129.2pp | 578.57%-551.6pp |
| Employer contribution / active EE | $3,016 | $5,256-42.6% | $4,696-35.8% | $4,876-38.1% |
| Participant deferral / active EE | $7,663 | $6,631+15.6% | $6,247+22.7% | $5,439+40.9% |
| Admin fee / account holder | $5 | $10,906-100.0% | $9,244-99.9% | $10,885-100.0% |